Aries Wealth Management Incresed Positions in Q1 2025

Aries Wealth Management

  • $361 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
13.2K
+ 29.11%
$105.44 - $118.93 $1.39M - $1.57M
58.6K $6.97M
EFA
Ishares Tr Msci Eafe ETF

ETFs
13K
+ 11.11%
$74.85 - $84.89 $976K - $1.11M
130K $10.7M
EEM
Ishares Msci Emerging Markets

ETFs
15.4K
+ 14.11%
$40.81 - $45.34 $630K - $699K
125K $5.45M
JNJ
Johnson & Johnson

Healthcare
987
+ 3.48%
$142.06 - $167.7 $140K - $166K
29.4K $4.87M
GLD
Spdr Gold Trust

ETFs
330
+ 2.27%
$243.19 - $288.14 $80.3K - $95.1K
14.8K $4.28M
VEA
Vanguard Ftse Developed Market

ETFs
10.8K
+ 33.78%
$47.4 - $52.99 $514K - $574K
42.9K $2.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.6K
+ 29.11%
$81.83 - $82.73 $621K - $628K
33.7K $2.79M
V
Visa Inc.

Financial Services
394
+ 3.14%
$306.92 - $362.71 $121K - $143K
12.9K $4.53M
IBM
International Business Machines Corp

Technology
550
+ 4.73%
$217.4 - $264.74 $120K - $146K
12.2K $3.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
152
+ 3.2%
$442.66 - $534.52 $67.3K - $81.2K
4.91K $2.61M
MA
Mastercard Inc

Financial Services
731
+ 61.12%
$504.67 - $576.31 $369K - $421K
1.93K $1.06M
TMUS
T Mobile Us, Inc.

Communication Services
505
+ 8.0%
$211.3 - $272.83 $107K - $138K
6.82K $1.82M
ABT
Abbott Laboratories

Healthcare
673
+ 4.01%
$111.1 - $140.22 $74.8K - $94.4K
17.4K $2.31M
TJX
Tjx Companies Inc

Consumer Cyclical
2.28K
+ 19.24%
$112.81 - $126.16 $257K - $287K
14.1K $1.72M
MCD
Mcdonalds Corp

Consumer Cyclical
444
+ 7.78%
$279.74 - $321.29 $124K - $143K
6.15K $1.92M
CB
Chubb LTD

Financial Services
261
+ 3.63%
$257.71 - $301.99 $67.3K - $78.8K
7.45K $2.25M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.36K
+ 6.55%
$79.17 - $82.04 $187K - $194K
38.4K $3.14M
PG
Procter & Gamble CO

Consumer Defensive
1.08K
+ 5.07%
$158.56 - $176.26 $171K - $190K
22.3K $3.8M
CVX
Chevron Corp

Energy
170
+ 1.79%
$146.71 - $167.97 $24.9K - $28.6K
9.68K $1.62M
COST
Costco Wholesale Corp

Consumer Defensive
140
+ 3.95%
$890.62 - $1076.86 $125K - $151K
3.69K $3.49M
VTV
Vanguard Value ETF

ETFs
1.09K
+ 3.45%
$167.73 - $179.21 $183K - $196K
32.7K $5.59M
JPM
Jpmorgan Chase & CO

Financial Services
552
+ 3.09%
$225.19 - $279.95 $124K - $155K
18.4K $4.52M
RSG
Republic Services, Inc.

Industrials
760
+ 74.88%
$200.09 - $242.16 $152K - $184K
1.78K $429K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.16K
+ 88.18%
$102.49 - $119.96 $221K - $259K
4.6K $481K
ADP
Automatic Data Processing Inc

Industrials
330
+ 4.55%
$286.85 - $318.64 $94.7K - $105K
7.59K $2.32M
CHKP
Check Point Software Technologies LTD

Technology
456
+ 21.85%
$179.88 - $231.31 $82K - $105K
2.54K $579K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.37K
+ 12.69%
$56.12 - $68.15 $76.9K - $93.4K
12.2K $825K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
590
+ 3.25%
$69.81 - $78.9 $41.2K - $46.6K
18.7K $1.46M
XLE
Energy Sector Spdr

ETFs
1.05K
+ 14.52%
$85.7 - $93.96 $90.3K - $99K
8.31K $768K
IEFA
Ishares Tr

ETFs
664
+ 4.43%
$69.57 - $78.65 $46.2K - $52.2K
15.6K $1.18M
KO
Coca Cola CO

Consumer Defensive
200
+ 1.64%
$60.81 - $72.32 $12.2K - $14.5K
12.4K $888K
ADBE
Adobe Inc.

Technology
520
+ 42.11%
$377.84 - $464.11 $196K - $241K
1.76K $673K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.24K
+ 7.34%
$50.39 - $50.66 $113K - $113K
32.8K $1.66M
IAU
Ishares Gold Trust

ETFs
1.12K
+ 19.55%
$49.74 - $58.96 $55.7K - $66K
6.85K $403K
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.41K
+ 3.27%
$30.71 - $30.87 $105K - $105K
108K $3.32M
UNH
Unitedhealth Group Inc

Healthcare
66
+ 1.52%
$461.52 - $548.18 $30.5K - $36.2K
4.41K $2.31M
CHD
Church & Dwight CO Inc

Consumer Defensive
875
+ 32.99%
$101.42 - $113.2 $88.7K - $99.1K
3.53K $388K
XYL
Xylem Inc.

Industrials
842
+ 43.0%
$114.02 - $132.04 $96K - $111K
2.8K $334K
PEP
Pepsico Inc

Consumer Defensive
894
+ 6.08%
$142.64 - $156.42 $128K - $140K
15.6K $2.34M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
120
+ 0.51%
$47.39 - $54.26 $5.69K - $6.51K
23.6K $1.23M
CRM
Salesforce, Inc.

Technology
627
+ 56.33%
$268.36 - $359.95 $168K - $226K
1.74K $466K
XLF
Financial Sector Spdr

ETFs
1.76K
+ 20.53%
$47.32 - $52.19 $83.1K - $91.6K
10.3K $507K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
548
+ 2.74%
$95.85 - $99.25 $52.5K - $54.4K
20.6K $2.03M
IDXX
Idexx Laboratories Inc

Healthcare
168
+ 5.74%
$406.29 - $469.04 $68.3K - $78.8K
3.1K $1.3M
ECL
Ecolab Inc.

Basic Materials
244
+ 18.7%
$229.72 - $269.82 $56.1K - $65.8K
1.55K $392K
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.11%
$232.43 - $265.13 $930 - $1.06K
3.62K $956K
CTA
Simplify Exch Traded Fds Simpl

ETFs
40
+ 0.08%
$27.81 - $30.21 $1.11K - $1.21K
51.3K $1.51M
META
Meta Platforms, Inc.

Communication Services
352
+ 3.86%
$576.36 - $736.67 $203K - $259K
9.46K $5.45M
SYK
Stryker Corp

Healthcare
190
+ 30.65%
$355.18 - $399.9 $67.5K - $76K
810 $301K
Activity Summary
Buys All Purchases 106 New Holdings 14 Increased Positions 92 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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